Plan Ledger DOL Form 5500 · updated monthly

Forte Sports Medicine and Orthopedics dba Methodist Sports Medicine Cebenefits

Forte Sports Medicine and Orthopedics dba Methodist Sports Medicine Health and Welfare Plan · CARMEL, IN · plan year 2024

Broker compensation reported · 2024
$44,385

Forte Sports Medicine and Orthopedics dba Methodist Sports Medicine Ce's benefits plan covered 210 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance premiums totaled $104,907. Insurance brokers and agents were paid $44,385 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 42.3% of premiums. That is $211 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 202411
DELTA DENTAL OF INDIANA · dental$105K · 210 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 210 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 209 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 60 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 83 covered
COMPANION LIFE INSURANCE COMPANY · stop-losspremiums n/a · 210 covered
HCC LIFE INSURANCE COMPANYpremiums n/a · 154 covered
VISION SERVICE PLAN · visionpremiums n/a · 140 covered
Brokers & agents paid · 20243
SHEPHERD INSURANCE LLC$42,506
NFP INSURANCE SERVICES INC$1,621 · incl $1,621 fees
EMERSON ROGERS LLC$258 · incl $258 fees
Also brokered by Shepherd Insurance LLC5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 351814334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.